Client Services Client-Specific Training Pre-Training Assessment Follow-Up Consultation Post-Training Assessment

Eric Dickerson Associates offers a variety of Follow-Up Consultation services geared to maximize the training experience and provide value to its clients.

In order to truly learn positive and lasting financial habits, participants need assistance beyond the training session itself. In accordance, Eric Dickerson Associates offers a variety of optional follow-up services. Each follow-up service package is customized to accommodate the varied needs of clients, with specific packages recommended based on the target participants.

 

Follow-up services may include:

  • A second on-site follow-up session with participants to discuss relevant items such as:

    Benchmarking
    Current Progress
    Obstacles & Frustrations
    Success Stories
    Question & Answer

  • A second survey to help assess the participants’ overall progress. This second survey is critical in determining the achievement of successful practices.

  • Web-based follow-up training sessions
    (in lieu of on-site training)

Other follow-up services can be designed upon request.






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